Morgan Jeane Eichwald
Investment adviser representative at D.A. Davidson & Co.
3 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$41.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- D.A. Davidson & Co.Sep 2017 to now
- UnemployedApr 2017 to Aug 2017
- Mt Code SchoolJan 2017 to Apr 2017
- University of MontanaAug 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6479382
- Firm CRD
- 199